EP Wealth Advisors, LLC's ownership history for XLV


EP Wealth Advisors, LLC currently holds 133.4K shares with a market value of $18.0M. It started holding XLV on 2024-09-30. At its peak, it held 133.4K shares on 2025-06-30. Its highest holding value was $18.0M on 2025-06-30. At its lowest, it held 57.8K shares on 2024-09-30, with a value of $8.9M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 61.4K.


EP Wealth Advisors, LLC's ownership history for XLV